Financial Management Network’s Truist Financial TFC Stock Holding History

Financial Management Network’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$468K	Buy	9,250 +76	+0.8%	+$3.75K	0.07%	128
2025 Q4	$456K	Buy	9,174 +101	+1%	+$4.65K	0.07%	122
2025 Q3	$411K	Sell	9,073 -4,264	-32%	-$192K	0.07%	128
2025 Q2	$607K	Buy	13,337 +37	+0.3%	+$1.45K	0.11%	104
2025 Q1	$467K	Sell	13,300 -4,969	-27%	-$221K	0.11%	108
2024 Q4	$806K	Buy	18,269 +30	+0.2%	+$1.34K	0.17%	82
2024 Q3	$773K	Buy	18,239 +32	+0.2%	+$1.35K	0.16%	85
2024 Q2	$696K	Buy	+18,207	New	+$688K	0.17%	86

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Management Network's TFC Position: Q1 2026 in Review

Financial Management Network increased its Truist Financial (TFC) stake by 0.83% in Q1 2026, buying an estimated $3.75K and bringing the position to 9,250 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #128.

Financial Management Network first reported a position in TFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $806K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Financial Management Network held 9,250 shares of Truist Financial worth $468K as of Q1 2026.
Financial Management Network bought 76 Truist Financial shares in Q1 2026, an estimated $3.75K.
Truist Financial made up 0.07% of Financial Management Network's portfolio in Q1 2026, its #128 holding.
Financial Management Network first reported a position in Truist Financial in Q2 2024 and has held it in 8 quarters since.
Financial Management Network's Truist Financial position peaked at $806K in Q4 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.